Stanton & Castleton, Inc. - Lake Forest, CA - Comprehensive Financial Solutions for Individuals & Businesses - Title Bar
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Stanton & Castleton, Inc. - Lake Forest, CA - Comprehensive Financial Solutions for Individuals & Businesses  
Stanton & Castleton, Inc. - Lake Forest, CA - Comprehensive Financial Solutions for Individuals & Businesses - 1 Orchard Rd, Suite 130, Lake Forest, CA 92630
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Stanton & Castleton, Inc. - Contact Us

Robert J. StantonFinancial Advisor &
Registered Principal, RJFS

Bob Stanton began his career on the pension side of the business and has also served as a retirement plan analyst and annuity consultant. Click here for more ...

Ronald A. Castleton Financial Advisor
Registered Principal, RJFS

Ron Castleton has built his practice as a financial advisor by helping to manage and preserve the wealth of individuals and businesses. Click here for more ...

Kevin Kraus Business Development
Kevin Kraus' role in Business Development is to establish and nurture relationships with other financial professionals such as CPA's and Attorneys. Click here for more ...

  Stanton & Castleton, Inc. - Lake Forest, CA - Helping you maintain your retirement lifestyle

Years of hard work have paid off and you can now enjoy the freedom of retirement. It’s time to focus on the things you want to do rather than the things you need to do. But for many, sustaining resources throughout their retirement can be a concern.

Our team strives to assist you in managing your assets so that you can maintain your lifestyle now and in the future. We understand that you have spent years planning and preparing for your retirement … and we’re committed to helping you live your dreams.

Among the services our team offers are:

Resources vs. needs analysis

We concentrate on carefully examining your resources, as well as your current and future needs, to help ensure your investment portfolio can continue to provide the income you require. Then, only after identifying adjustments that may better suit your situation, do we make investment recommendations.

Specially targeted portfolios

In retirement, reliable income and management of risk usually become the two most significant factors for an investment portfolio. Our model portfolios include conservative, income-based, principal-preservation strategies that concentrate on fixed income investments to help meet your retirement needs.

Estate planning services

Working with your other advisors and employing the resources offered by Raymond James – including the specialized services provided by the Raymond James Trust Companies and insurance provider Planning Corporation of America – we can assist you and your family in making this process easier while also potentially reducing your current tax obligation. If necessary, we can refer you to an estate planning attorney in your area.

We look forward to helping you appropriately manage your assets so that you can enjoy the lifestyle you’ve planned.

© Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC | Legal Disclosures. Investment advisory offered through Raymond James Financial Services Advisors, Inc. Stanton & Castleton, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services. Privacy Policy.
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